Blue Ridge Risk Partners · 10 hours ago
Personal Lines Account Manager
Hagerstown, MD
Full-time
Onsite
Entry, Mid Level
$45K/yr - $60K/yr
2+ years expBlue Ridge Risk Partners is seeking a Personal Lines Account Manager to oversee a portfolio of clients through relationship building and account development. The role includes managing client service needs, processing renewals, and identifying opportunities for additional lines of business while maintaining high standards of service and client satisfaction.
ConsultingEmployee BenefitsFinancial ServicesInsurancePersonal Finance
Responsibilities
Manages assigned book of business and client transactional needs including sales, marketing, and service according to agency standards and procedures
Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting
Provides billing support
Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems
Processes renewals following agency procedures
Remarkets accounts identified for renewal marketing following agency procedures
Provides quotes to existing clients for additional lines of business as needed
Attempts to cross sell and/or identify opportunities for additional lines of business for existing clients
Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. This includes, but is not limited to:
Policy issuance and endorsements, submission, and review
Payment processing and billing questions
Cancellation requests
Binders, Certificates, Evidence of Insurance, and ID Cards
Proposals, Schedules, and Summaries of Insurance
Inspection reviews and questions
Client/carrier correspondence (mail and email) and phone requests
Coverage analysis and recommendations
Follows agency credit and collection procedures in invoicing and pursuing prompt payments
Manages cancellation processes according to agency standards, addressing both carrier and client request as received
Assist clients in submitting claims reports or respond to inquiries
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of activities and other responsibilities
Stays up to date with industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
Maintains a cordial and effective relationship with clients, carriers, vendors, and other business contacts to maintain a high level of client retention and product loyalty
Coach and mentor team members on technical, procedural and relationship skills
Follows all agency and departmental policies and procedures
Other job-related duties as may be assigned
Qualification
Required
High school diploma or equivalent is required
Property & Casualty Agents License is required
Minimum of two (2) years of previous experience with high net worth accounts
Knowledge of coverage, products, markets, rating, and underwriting procedures is essential
Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy
Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results
Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient
Team player with a strong work ethic and positive attitude
Excellent organizational and time management skills with a proven ability to prioritize to meet deadlines and multi-task
Proficient in basic computer skills, such as Microsoft Office and agency management software
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Company
Blue Ridge Risk Partners
Blue Ridge Risk Partners provides auto, home, life, recreational vehicle, aviation, construction, agriculture, and manufacturing insurance.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Lively
Co-founder and Executive Chairman
Company data provided by crunchbase